Personal Tax (Check List)


PERSONAL TAX DOCUMENT CHECK LIST

Before you visit Alvox Accounting & Tax Services office, please make sure that you have all applicable slips, receipts, income records, deduction and credit information from the check list below so that we can minimize your tax liability and Maximize your Refund.

Checklist:

Slips

  •  All T4 slips (Employment income)
  • RRSP Withdrawal slips (T4RSP)
  • Employment insurance benefits (T4E)
  • Interest, dividends, mutual funds (T3, T5)
  • Tuition / education receipts (T2202A)
  • Universal Child Care Benefit (RC62)
  • Old Age Security and CPP benefits (T4A-OAS, T4AP)
  • Other pensions and annuities (T4A)
  • Social assistance payments (T5007)
  • Workers’ compensation benefits (T5007)
  • All other information slips

Receipts

  • RRSP contribution slip
  • Child Support expense/Income
  • Spousal Support
  • Professional or union dues
  • Tool expenses (Tradespersons)
  • Medical expenses
  • Transit pass receipts
  • Charitable donations
  • Political contributions
  • Child care expenses
  • Adoption expenses
  • Children’s arts and sports programs
  • Moving expenses
  • Interest paid on student loans
  • Carrying charges and interest expenses
  • Office – in-home expenses
  • Exams for professional certification

Other documentation

  • Notice of Assessment/Reassessment (previous year)
  • C R A correspondence (if any)
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions
  • Rental income and expense records
  • Business, farm or fishing income/expenses
  •  Automobile / Travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200)
  • Volunteer Firefighters certification